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Financial Services Representative

2 months ago

Bonita Springs, Florida, United States Fifth Third Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker Associate I. As a key member of our Financial Center, you will be responsible for building strong relationships with our customers and providing them with tailored financial solutions to meet their needs.

Key Responsibilities
  • Use a consultative approach to understand customers' financial needs and provide recommendations for our products and services.
  • Maintain a thorough knowledge of our retail consumer and small business products, and utilize this knowledge to cross-sell and upsell to existing customers.
  • Utilize technology and approved marketing tools to proactively reach out to customers and schedule appointments for periodic financial reviews.
  • Establish strong working relationships with assigned business partners to provide holistic financial solutions to customers.
  • Consistently meet or exceed customer experience and individual/team production goals, and contribute to year-over-year revenue growth.
Requirements
  • A college degree or equivalent work experience, with a strong understanding of financial concepts and principles.
  • Experience in the financial industry is preferred, but not required.
  • Demonstrated ability to develop a comfort level with sales activities and provide excellent customer service.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
About Fifth Third Bank

Fifth Third Bank is a leading financial institution with a strong commitment to customer service and community involvement. We offer a dynamic and inclusive work environment, with opportunities for professional growth and development.